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Kensington Analytics

INTERNAL WHOLESALER / VP OF CAPITAL MARKETS

Company: Kensington Analytics
Title: Vice President of Capital Markets (Internal Sales)
Location: Austin, TX
Website: https://www.kensingtonanalytics.com/

We are currently looking to add an Internal Wholesaler to work w/ External Partner to develop and maintain a
designated sales territory. The purpose of this position is to support the territory and proactively call on prospective and existing advisors to introduce offerings, set meetings, develop relationships, and support clients to generate sales.

The candidate selected for this role will have the opportunity to enhance our sales culture, as Kensington continues to achieve organic growth goals. Therefore, this new addition to the team must have a passion for driving sales, self-development and a forward‐thinking mindset.

VP of Capital Markets Enjoy:

  • $45k ‐ $60k Base Salary (Negotiable) + Uncapped Commissions
  • W2 Employee + Full Benefits Package (Medical, Dental, Vision, 401k), Life Insurance
  • Onsite Mentorship, Leadership, & Training

QUALIFICATIONS:

  • 2 ‐ 4+ YRS. of Financial Sales Experience or relevant Sales Experience
  • Bachelor’s Degree in Finance or Business (preferred).
  • FINRA Series 7 and 63 licenses, or Series 65 license preferred.
  • Ideal candidate has licenses and/or is willing to attain immediately.

DUTIES & RESPONSIBILITIES:

  • Coordinate and manage territory with External Partner including; manage calendar and sales rotation,identify prospects, manage sales commitments and track goals.
  • Qualify or discount leads and manage their potential in Salesforce.
  • Help External execute on leads, follow up to meetings, webinars, and daily sales, intro calls to provide necessary materials and generate business.
  • Prospect new advisors and strategize with External to meet with potential offices
  • Primary point of contact for 80 ‐ 90% of contacts in territory and helps External support the Top 10 ‐ 20% of prospects in territory.
  • Track Activity, record in Salesforce all conversations, contacts, activities, meetings, etc.
  • Conduct webinars with advisors and advisor’s investors to close business.
  • Participate in call campaigns leading up to and following sales conferences, webinars, special announcements, etc.

KENSINGTON ANALYTICS:
Kensington Analytics specializes in quantitative decision models that apply to both the equity and fixed income markets. Additionally, Kensington serves as an asset manager for various mutual funds and separately managed account strategies. We are looking for motivated, growth‐oriented financial professionals to assist our team in sales and marketing efforts for the Kensington product suite within the independent broker/dealer, registered investment adviser, family office, and institutional channels.

At Kensington, our success stems from unwavering leadership, professionalism and integrity. These traits laid the foundation for a culture that values strong relationships and individual growth. We encourage our employees to advance their talents and develop new skills. Kensington offers a dynamic and passionate work environment that rewards self‐starting, curious, hard‐working team members. If you are looking for an opportunity to join a one‐of‐a-kind group, we encourage you to apply to one of our current job openings.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • Dental Insurance
  • Disability Insurance
  • Health Insurance
  • Life Insurance
  • Paid Time Off
  • Referral Program
  • Vision Insurance

Schedule:

  • 8 Hour Shift
  • Day shift
  • Monday to Friday

License:

  • Series 7 License (Preferred)
  • Series 63 (Preferred)
  • Series 65 (Preferred)

Additional Compensation:

  • Commission

Work Location:

  • One location

Company's website:

  • kensingtonanalytics.com

Benefit Conditions:

  • Only full-time employees eligible

Work Remotely:

  • No

Please mention that you come from SellForThem when applying for this job.

Posted 3 months ago

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